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Shipments from Multiple Warehouses

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Is this feature suitable for our business?

Yes, if:

  • you hold stock in multiple warehouses and wish to fulfill individual orders from more than one warehouse to streamline your process
  • your customer places a single order that requires fulfilling from different warehouses
  • you'd like to see where you have stock to fulfill an order
  • your customer wants a single order & single invoice regardless of the fulfillment warehouses
  • your shipments are dispatched timeously (stock availability may be inaccurate until the shipment is dispatched)
  • your shipment warehouses have the same tax rates based on the associated sales order’s from/to location tax rate

Introductory video

 

Enable Ship From Multiple Warehouses

To use the Ship from Multiple Warehouses feature, you will first need to make sure it is enabled within your Company settings.

From the main menu, go to Settings and Company, then from the Settings tab ensure the Ship From Multiple Warehouses option is toggled On, then select Save. 

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NOTE: The View Sales Order Bulk Action feature "Create Shipments" does not incorporate the Ship From Multiple Warehouse Feature. Using this feature will create Shipments for the Sales Order Warehouse regardless of Stock Availability. For more information visit Create and manage Shipments.

Disabling the feature

This feature can be disabled at any time, provided you have no open orders with shipments assigned to multiple warehouses.  Dispatch, delete or align the Shipment with the order's Warehouse first, they you can disable the feature. If there are open orders with alternative Shipping Warehouses the following error will display:

 

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Create Multi Warehouse Shipments

To create a Shipment from an alternative warehouse to your Sales Order's warehouse:

  1. Select Create Multi Warehouse Shipment from the Sales Order's Order dropdown menu.



  2. However, if you select Create Shipment and the Sales Order warehouse does not have enough stock available to fulfil the Ship quantity, the Create Multi Warehouse Shipment will be triggered. A pop-up window for Create Shipment from Multiple Warehouses will appear, where you can select Yes to create a shipment from an alternative warehouse or No to create a shipment from the order's warehouse,
    Screenshot 2023-08-31 at 9.56.48 AM.png

  3. Regardless of the route chosen, you will be presented with a pop-up Create Multiple Shipments that lists the products still to be shipped.  By default, the items are collapsed, but click on the (+) icon to expand the product lines:


  4. From the expanded section, you have the opportunity to select an alternative Warehouse and the Ship Quantity.
    • Warehouse & Availability: The drop down will list all warehouses and the product's available quantity within that warehouse. 
    • Ship Quantity: Will populate the Order's quantity, but can be manually adjusted. 

      NOTE:  When the Order warehouse does not have enough stock, the remaining stock will automatically be assigned based on the highest warehouse stock availability.  Unleashed will add as many warehouses as necessary to cover the order quantity (or as many as possible).  This is not necessarily going to suit every order and the shipment warehouses can be changed before creating the shipments. 

  5. If shipping a single product line from multiple warehouses, use the Add New Shipment label to add another shipment for that product line.

    Use the bin icon to remove any Shipments that are not needed.

  6. A running total of assigned quantities will be shown, per product, to confirm how much stock has been accounted for across your Shipments. Once all products have been allocated to an appropriate Warehouse, select Create Shipments.

  7. The Sales Order will update to show the Shipment(s) that have been created in Parked status, for the appropriate Shipping Warehouses, the order's Shipments tab

Edit Shipping Warehouses

If a Shipment has been created for a Sales Order, you can update the Shipment's Shipping Warehouse by selecting as appropriate from the Shipping Warehouse drop-down menu in the Shipment's page. 

 

The Shipment must be in Parked or Placed status to be allowed to update the Shipping Warehouse. If the Shipment is in Picking, Picked or Packed status, the Shipping Warehouse cannot be changed, in which case you will need to revert the status back to Parked or Placed, then update the Shipping Warehouse.

Serial and Batch Numbers in Multi Warehouse Shipments

Serial and Batch numbers will need to be assigned once the shipments are created.  Only numbers available in the Shipping Warehouse will be presented for selection.

 

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